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Create and manage customer invoices linked to AR programs and contracts. Supports invoice creation, editing, tracking, and submission into the billing workflow.

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Add an Invoice

1

Navigate to Invoice

A AR I Nav
2

Select a tab

A AR I Tab
  • Clients: Invoices linked to contract-based or program-based billing arrangements.
  • Customers: Invoices linked to standard customer transactions and non-contractual billing.
3

Select Add

A AR I Add
4

Fill in the required information

A AR I Conf
Select Submit to complete or Save to exit and save as draft. 

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Modify an Invoice

1

Select an action

A AR I Action
  • Edit: Update invoice details before it is finalized or processed in the billing workflow.
  • Delete: Permanently remove a draft invoice that has not been submitted for processing.
  • Cancel: Cancel a submitted invoice and remove it from the billing workflow while preserving its record for audit purposes.
2

Confirm the action

  • Edit: Fill in the required information. Select Submit to complete or Save to exit and save as draft. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 
  • **Cancel: **Select Confirm to complete or Cancel to exit without saving changes.